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How to manage my Kanopy marc records?

Kanopy provides free marc records for all films. This article covers the best processes for managing your marcs on an ongoing basis on your admin dashboard -

When ordering/purchasing films a-la-carte

If you order a film/films upfront a-la-carte, you will have access to the marc records for these films from your admin dashboard. You can download these records from:

1) The "Licenses" tab on your admin dashboard and selecting the "MR" buttons listed beside the relevant titles (to export individual records one by one), or

2) The "Marc Records" tab and running an export of all marcs related to titles you have available (to export all marc records for all films in bulk).

When employing PDA or PPU

If you employ Kanopy's Patron Driven Acquisition (PDA) or Pay Per Use (PPU) programs, you will also have access to sophisticated marc record management tools on your admin dashboard in order to manage your records on an ongoing basis.

The most typical process for managing your marc records when on PDA/PPU is to:

1) At PDA/PPU Launch

Use the "Marc Records" tab and run an "export all marc records" option to export all marc records then available for your catalog. This will only profile the marcs related to the films you have elected to activate.

2) Ongoing Updates

Whilst live on PDA/PPU, we will be notifying your library of key updates (additions and deletes) on an ongoing basis. These notifications will come via email and typically be quarterly to coincide with your end of quarter PDA/PPU processes - i.e. at the end of each quarter we will send a notification email to prompt you to download your adds and deletes. 

You can download these record updates from your admin dashboard via two options:

a) Most typical: When returning to access and download new marcs for new films added to your PDA/PPU program, you are best to select the "export new marcs" option from the Marc Records feature.

b) Alternative: Simply rerun the "export all marc records" feature each time and overlay the marc file to your existing catalog to import a the new marcs (you can use the 001, 030 or other fields as a unique identifier).

3) Adding new packages

The only difference is if you add a collection to your PDA/PPU program at a later date. Say you launch with a set of collections on PDA/PPU and decide 6 months later to add another 2 collections. Using the "export new marcs" feature above will not help, as this tool only profiles new marcs created, not existing marcs that you have just decided to activate.

To get these marcs for these films therefore requires a different step - you will need to go to your "PDA/PPU Packages" tab and select the marc export button (the small "MR" button) located to the right of the collection in question. Or alternatively, just as the above alternative option, you can go to the Marc Records tab and export all marcs and overlay to your existing catalog to import the new marcs that you have just activated.

For more information

For information on how to access your admin dashboard, see here

For more detail on our marc records and other details related to them, see here

 

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